CIK 2053756
Atala Financial Inc
Institutional 13F holdings & portfolio
Holdings
122
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 122
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 32K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 21K | $1M+ | SH |
| DE | DEERE & CO | 11K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 10K | $1M+ | SH |
| NVDA | NVIDIA CORP | 24K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 14K | $1M+ | SH |
| RBLX | ROBLOX CORP | 52K | $1M+ | SH |
| ORCL | ORACLE CORPORATION | 19K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A | 20K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| WMT | WALMART INC | 26K | $1M+ | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 273K | $1M+ | SH |
| CRM | SALESFORCE INC | 11K | $1M+ | SH |
| TJX | TJX COS INC NEW | 18K | $1M+ | SH |
| GOOG | GEHC2518C85 | 9K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 10K | $1M+ | SH |
| ADBE | ADOBE INC | 8K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| NXT | NEXTRACKER INC | 28K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| META | META PLATFORMS INC CLASS A | 3K | $1M+ | SH |
| KO | COCA-COLA COMPANY | 30K | $1M+ | SH |
| DIS | WALT DISNEY COMPANY | 18K | $1M+ | SH |
| GEHC | GE HEALTHCARE TECHS INC | 25K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 4K | $1M+ | SH |
| PYPL | PAYPAL HOLDINGS INC | 32K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| IWR | ISHARES TR | 18K | $1M+ | SH |
| WIW | WESTERN AST INFL LKD OPP & I | 188K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| MUE | BLACKROCK MUNIHOLDINGS QUALI | 146K | $1M+ | SH |
| BFZ | BLACKROCK CALIF MUN INCOME T | 132K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 16K | $1M+ | SH |
| IWV | ISHARES TR | 3K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 616 | $1M+ | SH |
| MVT | BLACKROCK MUNIVEST FD II INC | 115K | $1M+ | SH |
| ONON | ON HOLDING AG | 25K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 18K | $1M+ | SH |
| BFK | BLACKROCK MUN INCOME TR | 108K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 5K | $1M+ | SH |
| NBH | NEUBERGER BERMAN MUN FD INC | 105K | $1M+ | SH |
| FOXA | FOX CORP | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 3K | $500K+ | SH |
| BYM | BLACKROCK MUN INCOME QUALITY | 88K | $500K+ | SH |
| V | VISA INC CLASS A | 3K | $500K+ | SH |